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News2017-12-17T01:36:45+00:00

Geldzug: LEHMAN DAY

15 September 2018 15 September 2008 was the day that Lehman Brothers went bust. Lehman had long been one of the pillars of the US financial system, and management had been hoping for some sort of bail-out, but the US government wasn’t going to play. The Lehman insolvency sent the GFC into full panic mode. The GFC had been gathering [...]

By |September 14th, 2018|Categories: Uncategorized|Comments Off on Geldzug: LEHMAN DAY

Geldzug: CAUGHT IN THE CROSSFIRE

27 July 2018 President Trump’s latest tweets and interviews clearly indicate that he intends to go ahead with his trade wars. This is bad news for China, and even worse news for China’s regional suppliers like Australia, Japan, Malaysia, Singapore, South Korea, Taiwan, and Vietnam. But The Donald’s trade war ambitions have also expanded to include Canada, Mexico, and most [...]

By |July 26th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: CAUGHT IN THE CROSSFIRE

Geldzug: WHEN YOU ARE IN A HOLE, THE FIRST THING TO DO IS STOP DIGGING

18 June 2018 It is difficult to begin solving a problem until you admit that the problem exists. One of the reasons that the GFC was so severe in the US was that US regulators had spent the previous decade or two ignoring the danger signs while they proclaimed the virtues of the free market and asserted that bankers’ self-interest [...]

By |June 19th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: WHEN YOU ARE IN A HOLE, THE FIRST THING TO DO IS STOP DIGGING

Geldzug: IT’S NOT JUST THE PROFITS YOU MAKE – IT’S ALSO THE LOSSES YOU AVOID!

08 May 2018 The first principle of the ALPS Fund’s strategy is based on the fact that staying invested in equity markets over the long term produces very good returns – an average of 8.8% pa in the US since 1871, and slightly better in Australia over a shorter period. This is why, most of the time, the Fund owns [...]

By |May 9th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: IT’S NOT JUST THE PROFITS YOU MAKE – IT’S ALSO THE LOSSES YOU AVOID!

Geldzug: FRIENDLY FIRE CAN KILL YOU JUST AS DEAD AS HOSTILE FIRE

Apr 18, 18 Trade wars are not like ordinary wars. They don’t start with a formal declaration of war, or with an informal one like the bombing of Pearl Harbor. They get under way slowly, with tit-for-tat threats which escalate step by step... [read more]

By |April 18th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: FRIENDLY FIRE CAN KILL YOU JUST AS DEAD AS HOSTILE FIRE

Geldzug: SWEET HOME CHICAGO BOE

2 Mar, 18 There are very few stocks that most fund managers would buy and hold for 10 years – with the notable exception of everyone’s darling, Berkshire Hathaway, which famously never ever pays a dividend (with no complaints from the shareholders!)... [read more]

By |March 6th, 2018|Categories: 2018, Geld Zug|Comments Off on Geldzug: SWEET HOME CHICAGO BOE